2023 Form 5500 filing — Sovrn 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011045348NAL0042574306001) for Sovrn 401(K) Plan, reported by Sovrn Holdings, Inc. under EIN 46-4307559 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011045348NAL0042574306001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sovrn Holdings, Inc.
- EIN
- 46-4307559
- Plan number
- 001
- Location
- Boulder, CO
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,723,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,723,374
- Employer contributions
- $708,237
- Participant contributions
- $2,059,407
- Total income / additions
- $4,921,213
- Benefits paid
- $1,278,899
- Administrative expenses
- $64,999
- Total expenses
- $1,343,898
- Net increase / (decrease)
- $3,577,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aveo Capital Partners, LLC | SERVICE PROVIDER | $0 | $30,212 |
| Ascensus | THIRD PARTY ADMINISTRATO | $0 | $9,258 |
| Expand Financial | SERVICE PROVIDER | $8,460 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |